Purchases and Sales Made in Q4 2024 in Otis Worldwide Corp (OTIS)
This table provides information about the institutional ownership of Otis Worldwide Corp (OTIS) during Q4 2024. The information is specifically focused on institutions that hold shares of Otis Worldwide Corp.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.13K+ 7.89% |
$104K - $119K
|
15.4K
$1.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.12K+ 3.68% |
$103K - $118K
|
31.4K
$3.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
1.11KNew |
$103K - $118K
|
1.11K
$109K
|
|
|
Feb 14, 2025
Q4 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1.07KNew |
$98.6K - $113K
|
1.07K
$104K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.04K+ 2.41% |
$96.1K - $110K
|
44.2K
$4.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.02K+ 14.45% |
$94.6K - $108K
|
8.1K
$790K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1K+ 50.86% |
$92.9K - $106K
|
2.98K
$291K
|
|
|
Feb 14, 2025
Q4 2024
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
1KNew |
$92.6K - $106K
|
1K
$97.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
971+ 13.68% |
$89.9K - $103K
|
8.07K
$788K
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
948+ 48.92% |
$87.8K - $100K
|
2.89K
$282K
|
|
|
Jan 16, 2025
Q4 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
933+ 0.6% |
$86.4K - $98.9K
|
156K
$15.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
913+ 16.09% |
$84.5K - $96.8K
|
6.59K
$643K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
896+ 32.89% |
$82.9K - $95K
|
3.62K
$353K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
849+ 178.36% |
$78.6K - $90K
|
1.33K
$129K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
845+ 11.6% |
$78.2K - $89.6K
|
8.13K
$794K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
843+ 1.49% |
$78K - $89.4K
|
57.3K
$5.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
791New |
$73.2K - $83.9K
|
791
$77.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
778+ 38.86% |
$72K - $82.5K
|
2.78K
$271K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
776New |
$71.8K - $82.3K
|
776
$75.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
BUY
|
- |
750+ 28.01% |
$69.4K - $79.5K
|
3.43K
$335K
|
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
750New |
$69.4K - $79.5K
|
750
$73.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
750New |
$69.4K - $79.5K
|
750
$73.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
742+ 1.03% |
$68.7K - $78.7K
|
73.1K
$7.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
741+ 7.75% |
$68.6K - $78.6K
|
10.3K
$1.01M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
737New |
$68.2K - $78.1K
|
737
$72K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
719+ 1.82% |
$66.6K - $76.2K
|
40.3K
$3.93M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
718+ 14.41% |
$66.5K - $76.1K
|
5.7K
$557K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
707+ 31.99% |
$65.4K - $74.9K
|
2.92K
$285K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
698+ 0.62% |
$64.6K - $74K
|
113K
$11.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
694+ 6.87% |
$64.2K - $73.6K
|
10.8K
$1.05M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
691+ 4.45% |
$64K - $73.3K
|
16.2K
$1.58M
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
682+ 1.76% |
$63.1K - $72.3K
|
39.4K
$3.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
673+ 1.38% |
$62.3K - $71.3K
|
49.4K
$4.83M
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
642+ 5.0% |
$59.4K - $68.1K
|
13.5K
$1.32M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
640+ 223.0% |
$59.2K - $67.8K
|
927
$90.5K
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
630New |
$58.3K - $66.8K
|
630
$61.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
597New |
$55.3K - $63.3K
|
597
$58.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
591+ 2.84% |
$54.7K - $62.7K
|
21.4K
$2.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
584+ 5.43% |
$54.1K - $61.9K
|
11.3K
$1.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
569+ 6.88% |
$52.7K - $60.3K
|
8.84K
$863K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
562New |
$52K - $59.6K
|
562
$54.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
536+ 7.55% |
$49.6K - $56.8K
|
7.64K
$746K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
530New |
$49.1K - $56.2K
|
530
$51.7K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
514+ 5.62% |
$47.6K - $54.5K
|
9.65K
$942K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
511+ 33.93% |
$47.3K - $54.2K
|
2.02K
$197K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
499+ 19.98% |
$46.2K - $52.9K
|
3K
$292K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
478+ 310.39% |
$44.2K - $50.7K
|
632
$61.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
472+ 4.4% |
$43.7K - $50K
|
11.2K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
459New |
$42.5K - $48.7K
|
459
$44.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
458+ 7.38% |
$42.4K - $48.6K
|
6.66K
$650K
|